| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | westwoodgroup.com/products/mutual-funds/ |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| WHG SMALLCAP FUND | WHGSX | N/A | USD 500,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD OPPORTUNISTIC HIGH YIELD FUND | WWHYX | Bond | USD 500,000 | USD 5,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD ALTERNATIVE INCOME FUND ULTRA | WMNUX | N/A | USD 500,000 | USD 20,000,000 | No Load | ULTRA | Yes |
| WESTWOOD ALTERNATIVE INCOME FUND | WWACX | N/A | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD HIGH INCOME FUND C | WWHCX | Bond | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD INCOME OPPORTUNITY FUND C | WWICX | N/A | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD SMALL CAP FUND C | WHGCX | N/A | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD SMALLCAP FUND ULTRA | WWSYX | N/A | USD 500,000 | USD 2,000,000 | No Load | ULTRA | Yes |
| WESTWOOD SMIDCAP FUND ULTRA | WWSMX | N/A | USD 500,000 | USD 2,000,000 | No Load | ULTRA | Yes |
| WESTWOOD LARGECAP VALUE FUND C | WWLCX | N/A | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD TOTAL RETURN FUND C | WTOCX | Stock | USD 500,000 | USD 1,000 | Back-End Load | CLASS C | No |
| WESTWOOD CAPITAL APP AND INC FUND CL I | WLVIX | N/A | USD 1,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD QUALITY SMALLCAP FUND CL INST | WHGSX | N/A | USD 1,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD SALIENT MLP & ENERGY INFRAS A | SMAPX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| WESTWOOD BROADMARK TACTICAL GROWTH INST | FTGWX | N/A | USD 1,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD REALESTATE INCOME FUND INST | KIFYX | N/A | USD 1,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
| WESTWOOD ALT INC FUND CL INST | WMNIX | N/A | USD 1,000,000 | USD 100,000 | No Load | INSTITUTIONAL | Yes |
Notes: